Top 60 Microsoft Dynamics CRM Interview Questions
The increased demand for CRM devices has opened up a plethora of opportunities in this area. Microsoft Dynamics CRM is one of the most popular CRM solutions in use today. Organizations are energizing Microsoft dynamics as a result of a wide range of benefits that they get, such as a larger number of customers, better customer service, more dependable marketing tactics, more revenues, a smoother business process, more solid analytics, and so on. We’ve put up a list of Dynamics CRM Interview Questions to help you land your ideal job. This post will undoubtedly be beneficial to you! Let’s get started!
1. Define Plug-in.
A plug-in is a component of culture business logic that allows Microsoft Dynamics CRM and Microsoft Dynamics CRM 2011 Online to function together. This integration will enhance or change the platform’s default behavior.
2. What do you understand by Managed Properties?
We can’t customize Managed solution elements. By practicing, Managed properties of Managed solutions users can customize these Managed solution elements.
3. Explain Microsoft Dynamics CRM.
Microsoft Dynamics CRM is a consumer connection management software generated by Microsoft. It is one of the most common CRM solutions available on the market for improving a company’s client relationship. Furthermore, the key features of Microsoft Dynamics CRM are mostly focused on the marketing, sales, and customer care divisions. Microsoft Dynamics’ XRM programme would allow for a variety of customizations to this product.
4. Mention the different types Of Solutions In Dynamics CRM?
There are two types of Dynamics CRM solutions:
- Managed.
- Unmanaged.
5. Can one update the elements in managed solution?
No, we can’t update the elements in Managed solution.
6. How can we identify the Owner of a Managed solution?
Each Managed solution is connected with the Publisher. The publisher shows the owner of the Managed solution who built it.
7. Define workflow.
Workflow includes the automation of business methods from one party to other whose actions are in accordance with a group of rules.
8. Explain the difference among remove and delete buttons on solution?
Remove button release the elements from the solution whereas Delete button eliminates the component from CRM system.
9. What is the differentiation between plug-ins and workflow with respect to security limitations?
The user needs a system admin or system customizer security position and membership in the developing administrator association, in order to manifest a plug-in with the platform. Whereas, the user can practice the web application for the workflow.
10. What are all the elements required to publish when they renew the system?
- Application Ribbon
- Web Resource
- Entity
- Field
- Entity Relationship
- Form
- Option Set
- Site Map
- Message
11. On the creation of the entity, how many tables will be produced at the back end?
- Entityname+Base , EntityName+ExtensionBase
- For example: if you formed an entity bank then the following tables will be built at CRM database new_bankbase, new_bankentensionbase.
12. What are the least perquisites needed to build a solution?
- Read-write of Customizations
- Import and Export customizations
- Read-write of solutions
- Read-write of web resources
- Publish customizations
- Read-write of publishers
13. What do you understand by the Metadata services of MSCRM?
The metadata of MSCRM contains information regarding the attribute and the entity. For example, the data type of attribute, display name, platform name, size of the attribute, etc.
14. Describe an E-mail router in Microsoft Dynamics CRM.
E-mail router in MS CRM creates the software component which generates an interface among the Microsoft Dynamics CRM deployment and the Organization’s messaging system.
15. Can we hide the tab In Ms. Dynamic CRM form practicing the JavaScript? How?
Yes, one can hide specific section utilizing the following line of code.
Xrm.Page.ui.tabs.get(“tab_name”).sections.get(“section_name”).setVisible(false);
16. Explain Discovery Services.
The discovery services perform for determining the right organization and URL. MSCRM also offers a number of servers, each of which might be donated to a different charity.
17. List all the trails to build a solution?
- Go to Settings – Solutions
- Snap-on New
- Fill in the needed fields such as Name, version. Chhose the Publisher record (Create if not previously existed)
18. How To disable/enable the form assistant? How to get certain the form assistant Is collapsed/Expanded on a form?
- Go to Customization
- Initiate the Entity
- Open Forms and Views
- Open Form
- Pick Form Properties
- Open Display Tab
- Uncheck/check the “Enable the Form Assistant” and “Expanded by Default”.
19. Assume if I have a 20 User License and I have generated 20 Users. What will occur If I make a 21st User?
The 21st User will get made in MSCRM however that user will be in disabled form.
20. How much is the highest character boundary of “multiline Textbox”?
The highest character limit of the “Multiline textbox” is 1048576.
21. What do you mean by ‘Append’ and ‘Append To’ privilege in MSCRM?
‘Append’ and ‘Append To’ privileges practices collectively. ‘Append To’ privilege will enable other things to get connected to the entity. And, ‘Append’ privilege will enable the entity to join the records to the entity with the ‘Append To’ privilege.
22. What is the publisher and why we are practicing it in Dynamics CRM Solutions?
Every solution in the CRM has a Publisher. Publisher record saves information like location and contact data of solution publisher.
CRM oversight solution has its individual default publisher with the title “Default Publisher for ”. We may create our own solution Publisher and establish the “Prefix” for the cultural components, as well as start the value of Option set values.
23. What are the various ways to obtain the Microsoft Dynamics CRM?
- Mobile and Tablets
- Browser
- Outlook
24. What are the maximum tabs allowed on a Microsoft Dynamics CRM 4.0 form?
Eight.
25. How to build a Custom Entity record practicing SDK?
Practicing a Dynamic Entity.
26. Define Entity.
An Entity in CRM assists in modeling and maintaining business data. Contacts, Cases, Leads, Accounts, Activities, Opportunities, and so on are examples of different sorts of entities. It acts like a database table, storing data in a structured and easy-to-retrieve format.
27. Can we change the title of Root Business Unit?
No. We will have to re-install MSCRM.
- Complexity
- Customizations
- Size
- Integration
Mention various customizations, problems experienced, and how you defeated them. Show what abilities you applied and will take to the role.
29. What development devices do you utilize for CRM development?
Mention CRM Developer toolkit, Plugin Registration, Ribbon Workbench, XrmToolkit. Tools practiced in CRM development which you use.
30. Define Advanced Search.
It is one of the superior features ready in Microsoft Dynamics CRM. Regardless of the screen type or size, it appears out-of-the-box with CRM and as a search symbol on the tip of the ribbon bar on Microsoft Dynamics.
31. What are web resources? How many varieties of web resources we have?
The web resource is the component in CRM to make HTML, JS, Silverlight, images, and style sheet files. We can make the below varieties of web resources in CRM:
- Webpage (HTML)
- Script (JScript)
- Image (JPG)
- Data (XML)
- Image (PNG)
- Style Sheet (CSS)
- Image (GIF)
- Silverlight (XAP)
- StyleSheet (XSL)
- Image (ICO)
32. How do you fix up your CRM solutions?
Mention your previous experiences or thoughts of how you think solutions should be made. There is no correct or wrong way.
33. What kind of operations and data can be observed In CRM?
- Make, update, and remove operations on records.
- Modifications to the bestowed privileges of a record.
- N:N association or disassociation of records.
- Modifications to security roles.
- Audit adjustments at the attribute, entity, and organization level. For instance, allowing audit on an entity, etc.
34. What are the possible problems with various developers operating on a project?
Mention how you have made solutions with a group of developers and what difficulties can arise.
35. Explain how do secured fields function for offline synchronization.
Only the secured field rates that you have entrance to replicate into the offline database. If you don’t have admittance to the data, it is not stored offline.
36. At which point we can make changes to Number, Currency, And Time Formats?
- Open the settings on the right corner of the CRM instance
- Choose the choices tab
- Click on “customize” beneath the format tab
- Now a user can make modifications to the format of Currency, Numbers, Date, and Time.
37. How do you think secured fields function for retrieve and retrievemultiple?
When users call the Retrieve/RetrieveMultiple intelligence, CRM decides if the user has admittance to all retrieved records and every secured field. CRM won’t show an error message if the retrieved column collection includes secure fields rather null values are yielded for secured fields.
38. How can one debug a plugin?
Mention how you debug, for example: console app, Unit Test, Remote Debugging or plugin registration device.
39. What is the method of debugging JavaScript?
Press the F12 and perceive your breakpoints settings and hit. If you haven’t finished this, try it out, it’s excellent.
40. What do you understand by Lookup Data type and where It will be installed?
It will be made on 1:N relationship mapping and will be installed at “N” side entity.
41. List the steps include in exporting a solution as the managed solution?
- Settings → Solutions
- Snap-on the solution that you need to export
- Choose the “Export” option
- Catch the Wizard and pick the “Managed” solution kind from the “Package Type” page.
- finish all steps in the wizard and click on save modifications.
42. Where can one get business and discovery service Urls in CRM instances?
- Navigate to Settings
- Customizations
- Developer Resources
43. Tell me the Char Limit for custom components Pre-fix?
2-8
44. How can one measure CRM customizations?
Explain how you would estimate customizations. For example: splitting up the work into smaller pieces, taking into account risks and experience.
45. Where does CRM Store Option set values in the SQL Server?
StringMapBase
46. Is it conceivable to modify the title of a root business unit?
In general, the solution are No, but if you require the modifications then you have to re-install MSCRM.
47. Describe how pre-validate, pre and post are various plugins?
Plugin stages, images, and when you practice each.
48. Where can one set the default module and entity to receive on opening CRM?
- Snap-on Settings icon at the top-right edge of the CRM instance
- Pick Options
- Below the General tab, pick Default pane and Default Tab
49. Explain how different Asynchronous and synchronous plugins are.
Mention the Time. Synchronous plugins must operate straight away, whereas Asynchronous plugins can be delayed.
50. How to modify the #of records count limit that manifest in Entity Grid view?
- Click on the Settings icon at the top-right edge of the CRM instance.
- Pick Options.
- Under the General tab, choose the value for Records on every page (25, 50, 75, 100, and 250).
51. What is the general problem of plugin bugs?
The most general problem is an infinite loop which is caused by updating the fields, which triggers the plugin to operate again and again.
52. List the permission one can restrain on a specific field with field-level security?
- Read
- Create
- Update
53. Define early binding.
Early binding formulates strongly-typed code that is more manageable to understand and moves the mistakes to compile-time and not runtime. Also, early binding prevents syntax errors that can happen with late-bound code.
54. List the high-level trails to enable field-level security?
- Authorize field-level security for quality.
- Build a field-level security outline.
- Associate users or units with the profile.
- Supplement special field permissions, such as Update, Create or read for a particular attribute to the profile.
55. When is the use of OData?
OData is the fundamental process to retrieve data from related records.
56. What attributes should one contemplate when picking between CRM online or on Premise?
The big variation is you can’t notice or change the SQL server and CRM server. CRM Online limitations, like custom entities 300, Sandbox plugins, workflow limit of 200, and storage, are cyclical.
57. Explain the importance of code readability?
Reading and knowing code is necessary because code consumes most of its time in a preservation state. Developers will require to learn and understand code to increase the code, and debug the code.
58. Do you have any kind of certification to expand your opportunities as a Dynamics CRM professional?
Usually, interviewers look for applicants who are solemn about improving their career options by producing the use of further tools like certifications. Certificates are obvious proof that the candidate has put in all attempts to learn new abilities, comprehend them, and put them into use at the most excellent of their capacity. Insert the certifications, if you have any, and do hearsay about them in brief, describing what you learned from the programs and how they’ve been important to you so far.
59. Do you have any prior experience serving in an identical industry like ours?
Here comes an outspoken question. Its objective is to see if you have the industry-specific skills that are essential for today’s jobs. Even if you don’t have all of the necessary abilities and experience, be sure to explain how you can still use the talents and information you’ve gained in the past to benefit the organisation.
60. Why are you preparing for the Dynamics CRM position in our company specifically?
The interviewer is asking this question to determine how effectively you can persuade them of your topic expertise, in addition to the necessity to practice organized Dynamics CRM approaches. It is usually advantageous to have a thorough understanding of the job requirements, as well as the company’s return and elements, in order to achieve a full understanding of what tools, services, and Dynamics CRM approaches are required to excel in the function.
Final Words
So, Microsoft Dynamics is the promising technology of today’s society. The number of career possibilities and salary packets is also high. We at Testpreptraining hope these interview questions would increase the candidate’s confidence level and assists them in ace the interview. Stay safe! Happy learning!